Mosaic Financial Group’s Bank of America BAC Stock Holding History

Mosaic Financial Group’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.15M	Buy	23,546 +37	+0.2%	+$1.91K	0.81%	31
2025 Q4	$1.29M	Sell	23,509 -18	-0.1%	-$951	0.88%	28
2025 Q3	$1.21M	Buy	23,527 +33	+0.1%	+$1.61K	0.86%	30
2025 Q2	$1.11M	Buy	23,494 +166	+0.7%	+$6.98K	0.85%	30
2025 Q1	$973K	Sell	23,328 -12,281	-34%	-$547K	0.79%	34
2024 Q4	$1.56M	Sell	35,609 -964	-3%	-$42.4K	1.12%	21
2024 Q3	$1.45M	Buy	36,573 +40	+0.1%	+$1.6K	1.03%	23
2024 Q2	$1.45M	Buy	36,533 +11,212	+44%	+$430K	1.04%	24
2024 Q1	$960K	Buy	+25,321	New	+$869K	0.77%	35

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Financial Group's BAC Position: Q1 2026 in Review

Mosaic Financial Group increased its Bank of America (BAC) stake by 0.16% in Q1 2026, buying an estimated $1.91K and bringing the position to 23,546 shares worth $1.15M. The position accounts for 0.81% of the portfolio, ranked #31.

Mosaic Financial Group first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q4 2024. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Mosaic Financial Group held 23,546 shares of Bank of America worth $1.15M as of Q1 2026.
Mosaic Financial Group bought 37 Bank of America shares in Q1 2026, an estimated $1.91K.
Bank of America made up 0.81% of Mosaic Financial Group's portfolio in Q1 2026, its #31 holding.
Mosaic Financial Group first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Bank of America position peaked at $1.56M in Q4 2024.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.